#boris-nikolic

#boris-nikolic

"Our investment paid off, because two months later, COVID hit and TikTok booms. This is where it really all began in terms of the TikTok creator economy."

Reports suggest that Stripe is considering a PayPal acquisition, although negotiations on the subject are in early stages with no guarantee of going through.

In the AI era, it should be easier than ever for people to build new businesses. We want to build the services that enable this. This is important for ensuring that people broadly share in the prosperity created by superintelligence.

Venture capital firms, hedge funds, crypto companies, and tech startups have relocated from San Francisco and New York, drawn by zero state income tax, a business-friendly regulatory environment, and a growing talent base. The city's ecosystem now spans fintech, AI, defense tech, and crypto, creating ripple effects for regional banks, payment networks, homebuilders, and data infrastructure companies.

I keep telling people internally also that we are at a bitcoin $1 moment right now. You can see the excitement, you can see the revenue growth for everybody. This is when like, things are kind of just working. The industry could soon hit a massive inflection point, when software produced through vibe coding becomes more reliable and widely usable.

ADIN uses AI to replace the human analysts involved in venture dealmaking. Put in a startup's pitch deck, and out comes a detailed analysis of its business model and founding team, a list of diligence questions and compliance risks, an estimate of the total addressable market, and a suggested valuation. ADIN has about a dozen different agentic investors, each with a distinct persona and investing thesis.

They called out about half a dozen particular instances of what they considered to be bullshit technology. We were too busy laughing sympathetically to whip out a laptop to make notes, but as best as we can recall the sequence, they were: Containers Kubernetes The "Cloud" Anything at all "as a Service" The Blockchain - anything, everything, based on it And now, arguably the biggest and worst of all, "generative AI"

Initial fundraising reports from the first week of Matt Mahan's gubernatorial campaign filed Tuesday reveal the depth of support for the moderate Democrat from Silicon Valley executives and venture capitalists. Reports filed with the California Secretary of State show just 21 individuals contributed more than $1.6 million to Matt Mahan for Governor 2026 in the first two days of his campaign.

Reid Hoffman doesn't do much in half measures. He cofounded LinkedIn, of course, and helped bankroll companies including Meta and Airbnb in their startup days. He has also fashioned himself, via books, podcasts, and other public appearances, as something of a public intellectual-a pro-capitalist philosopher who still insists that tech can be a force for good. Most recently, Hoffman has emerged as one of Silicon Valley's most prominent defenders of artificial intelligence.

At the start of 2024, Anthropic, Google, Meta, and OpenAI were united against military use of their AI tools. But over the next 12 months, something changed. In January, OpenAI quietly rescinded its ban on using AI for "military and warfare" purposes, and soon after it was reported to be working on "a number of projects" with the Pentagon.

Nvidia's H200 chips, for instance, have seen Chinese firms place orders for over 2 million units for 2026, exceeding the company's current stock of 700,000. This shortage stems from explosive demand for AI training and inference, which is outpacing production increases at foundries like Taiwan Semiconductor Manufacturing ( ). As a result, providers are negotiating additional output, with work set to begin in the second quarter of 2026.

Even before he'd graduated from the University of Bath in 2024, Arnau Ayerbe landed a highly coveted role as an AI engineer with JP Morgan - yet he felt limited and uninspired. "I realised very quickly that the person to my right and to my left were going to be me in 20 years, and I didn't want to become that," recalls London-based Ayerbe.

Silicon Valley's most prominent startup incubator will allow its spring cohort of entrepreneurs to receive their funding in stablecoins. YCombinator, whose alumni include the founders of Airbnb and DoorDash, announced on Tuesday that founders can opt to receive their customary allotment-typically around $500,000-in the Circle-issued USDC. Startups founders who choose stablecoins can choose to receive the tokens on various blockchains such as Ethereum and Solana, Nemil Dalal, a visiting partner at Y Combinator who focuses on crypto, told Fortune.